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authorAlan Stern <stern@rowland.harvard.edu>2007-05-04 11:52:20 -0400
committerGreg Kroah-Hartman <gregkh@suse.de>2007-07-12 16:29:47 -0700
commit0458d5b4c9cc4ca0f62625d0144ddc4b4bc97a3c (patch)
tree8b1fcb4f063ef4aa6f2e3cd41a60d986a1e432d4 /Documentation/usb
parentce7cd137fced114d49178b73d468b82096a107fb (diff)
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USB: add USB-Persist facility
This patch (as886) adds the controversial USB-persist facility, allowing USB devices to persist across a power loss during system suspend. The facility is controlled by a new Kconfig option (with appropriate warnings about the potential dangers); when the option is off the behavior will remain the same as it is now. But when the option is on, people will be able to use suspend-to-disk and keep their USB filesystems intact -- something particularly valuable for small machines where the root filesystem is on a USB device! Signed-off-by: Alan Stern <stern@rowland.harvard.edu> Signed-off-by: Greg Kroah-Hartman <gregkh@suse.de>
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+ USB device persistence during system suspend
+
+ Alan Stern <stern@rowland.harvard.edu>
+
+ September 2, 2006 (Updated March 27, 2007)
+
+
+ What is the problem?
+
+According to the USB specification, when a USB bus is suspended the
+bus must continue to supply suspend current (around 1-5 mA). This
+is so that devices can maintain their internal state and hubs can
+detect connect-change events (devices being plugged in or unplugged).
+The technical term is "power session".
+
+If a USB device's power session is interrupted then the system is
+required to behave as though the device has been unplugged. It's a
+conservative approach; in the absence of suspend current the computer
+has no way to know what has actually happened. Perhaps the same
+device is still attached or perhaps it was removed and a different
+device plugged into the port. The system must assume the worst.
+
+By default, Linux behaves according to the spec. If a USB host
+controller loses power during a system suspend, then when the system
+wakes up all the devices attached to that controller are treated as
+though they had disconnected. This is always safe and it is the
+"officially correct" thing to do.
+
+For many sorts of devices this behavior doesn't matter in the least.
+If the kernel wants to believe that your USB keyboard was unplugged
+while the system was asleep and a new keyboard was plugged in when the
+system woke up, who cares? It'll still work the same when you type on
+it.
+
+Unfortunately problems _can_ arise, particularly with mass-storage
+devices. The effect is exactly the same as if the device really had
+been unplugged while the system was suspended. If you had a mounted
+filesystem on the device, you're out of luck -- everything in that
+filesystem is now inaccessible. This is especially annoying if your
+root filesystem was located on the device, since your system will
+instantly crash.
+
+Loss of power isn't the only mechanism to worry about. Anything that
+interrupts a power session will have the same effect. For example,
+even though suspend current may have been maintained while the system
+was asleep, on many systems during the initial stages of wakeup the
+firmware (i.e., the BIOS) resets the motherboard's USB host
+controllers. Result: all the power sessions are destroyed and again
+it's as though you had unplugged all the USB devices. Yes, it's
+entirely the BIOS's fault, but that doesn't do _you_ any good unless
+you can convince the BIOS supplier to fix the problem (lots of luck!).
+
+On many systems the USB host controllers will get reset after a
+suspend-to-RAM. On almost all systems, no suspend current is
+available during suspend-to-disk (also known as swsusp). You can
+check the kernel log after resuming to see if either of these has
+happened; look for lines saying "root hub lost power or was reset".
+
+In practice, people are forced to unmount any filesystems on a USB
+device before suspending. If the root filesystem is on a USB device,
+the system can't be suspended at all. (All right, it _can_ be
+suspended -- but it will crash as soon as it wakes up, which isn't
+much better.)
+
+
+ What is the solution?
+
+Setting CONFIG_USB_PERSIST will cause the kernel to work around these
+issues. It enables a mode in which the core USB device data
+structures are allowed to persist across a power-session disruption.
+It works like this. If the kernel sees that a USB host controller is
+not in the expected state during resume (i.e., if the controller was
+reset or otherwise had lost power) then it applies a persistence check
+to each of the USB devices below that controller. It doesn't try to
+resume the device; that can't work once the power session is gone.
+Instead it issues a USB port reset and then re-enumerates the device.
+(This is exactly the same thing that happens whenever a USB device is
+reset.) If the re-enumeration shows that the device now attached to
+that port has the same descriptors as before, including the Vendor and
+Product IDs, then the kernel continues to use the same device
+structure. In effect, the kernel treats the device as though it had
+merely been reset instead of unplugged.
+
+If no device is now attached to the port, or if the descriptors are
+different from what the kernel remembers, then the treatment is what
+you would expect. The kernel destroys the old device structure and
+behaves as though the old device had been unplugged and a new device
+plugged in, just as it would without the CONFIG_USB_PERSIST option.
+
+The end result is that the USB device remains available and usable.
+Filesystem mounts and memory mappings are unaffected, and the world is
+now a good and happy place.
+
+
+ Is this the best solution?
+
+Perhaps not. Arguably, keeping track of mounted filesystems and
+memory mappings across device disconnects should be handled by a
+centralized Logical Volume Manager. Such a solution would allow you
+to plug in a USB flash device, create a persistent volume associated
+with it, unplug the flash device, plug it back in later, and still
+have the same persistent volume associated with the device. As such
+it would be more far-reaching than CONFIG_USB_PERSIST.
+
+On the other hand, writing a persistent volume manager would be a big
+job and using it would require significant input from the user. This
+solution is much quicker and easier -- and it exists now, a giant
+point in its favor!
+
+Furthermore, the USB_PERSIST option applies to _all_ USB devices, not
+just mass-storage devices. It might turn out to be equally useful for
+other device types, such as network interfaces.
+
+
+ WARNING: Using CONFIG_USB_PERSIST can be dangerous!!
+
+When recovering an interrupted power session the kernel does its best
+to make sure the USB device hasn't been changed; that is, the same
+device is still plugged into the port as before. But the checks
+aren't guaranteed to be 100% accurate.
+
+If you replace one USB device with another of the same type (same
+manufacturer, same IDs, and so on) there's an excellent chance the
+kernel won't detect the change. Serial numbers and other strings are
+not compared. In many cases it wouldn't help if they were, because
+manufacturers frequently omit serial numbers entirely in their
+devices.
+
+Furthermore it's quite possible to leave a USB device exactly the same
+while changing its media. If you replace the flash memory card in a
+USB card reader while the system is asleep, the kernel will have no
+way to know you did it. The kernel will assume that nothing has
+happened and will continue to use the partition tables, inodes, and
+memory mappings for the old card.
+
+If the kernel gets fooled in this way, it's almost certain to cause
+data corruption and to crash your system. You'll have no one to blame
+but yourself.
+
+YOU HAVE BEEN WARNED! USE AT YOUR OWN RISK!
+
+That having been said, most of the time there shouldn't be any trouble
+at all. The "persist" feature can be extremely useful. Make the most
+of it.